Products and Services
We provide assistance in the following areas:
- Common Stock
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Retirement Plans
- Tax Planning
- Tax Preparation
- Social Security Planning
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate & Legacy Plans
- Family Estate Organizer
- Money Purchasing Plans
- Profit Sharing Plans
- Final Expense Trust
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
- Medicare Supplements Insurance
Save Money with in-House Tax Preparation For those over 50 years of age, our professional tax accountants will prepare your taxes for $99 and identify every opportunity for you to save money. We’ll also guide you to practices that can save you even more on your taxes in years to come. And even if you are under 50 years of age, we still offer a competitive price at $149 for the cost of tax preparation.
Reduce Your Taxes with Tax Planning
You’ll have our expertise on your side to help you take advantage of additional tax deductions, credits, exemptions and adjustments available to you. Our tax advisors will help to find ways for you to minimize your taxable income while also building long-term solutions that may lead to greater tax savings down the road.
Leave a Legacy for Your Family with Estate Planning
Ensure that your wealth is passed on to your loved ones—and not Uncle Sam. Our elder law attorney will meet with you for a complimentary consultation to provide professional guidance on wills, trusts and other estate planning matters, so your heirs will be left with the legacy you intended leave them.
Enjoy Your Golden Years with Retirement Planning
Understanding your options and preparing now will enable you to enjoy greater financial clarity in your retirement years. Our advisors will perform a detailed personal assessment following a proven process looking at goals, finances, taxes and your future to help you determine when to retire. As a result we can create a comprehensive plan for your retirement that address your income, tax planning,, wealth management and estate planning needs in retirement.
Reduce Your Cost of Living in Retirement
Our advisors will review your finances and identify opportunities to reduce your retirement expenses. Improvements may include cost reduction in several areas such as annuities, life insurance, long-term care, Medicare and investments. We have found that many people can reduce the costs of many of these services, while also keeping or increasing their current level of benefits.
Utilize an Effective Wealth Management Strategy for You
We have a strong feeling that many people are not getting the investment planning and wealth management that they believe they think they are paying for. Our investment advisor representatives will help you to analyze your current assets and investment strategy, assess your risk tolerance and educate you on options available that may be better suited to meet your needs.
Manage Your Future with Comprehensive Financial Planning
Approaching your planning needs holistically, our comprehensive financial planning process covers all of the services listed above: tax planning, estate planning, retirement planning, income planning and wealth management. By integrating your comprehensive financial plan, we’ll help you find innovative ways to manage your finances while planning for the future and instilling confidence that you are on the desired path to achieving your goals.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.